Triad Financial Services, Inc.

Data Entry

• Communicate with parties to the transaction to update them on loan status
• Review loan applications and supporting documentation for completeness and accuracy.
• Evaluate credit worthiness by processing loan applications and documentation.
• Ensure that all required documents are collected and properly organized.
• Operate in accordance with all laws and regulations to meet lending compliance guidelines
• Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
• Handle overflow call volume from Originations Customer Care Department
• Serve as a point of contact for borrowers, loan officers, and underwriters.
• Consistently represent the company in a positive and professional manner.
• Communicate with applicants to request additional information or clarify documentation.
• Ensure credit denials are processed and sent in a timely manor
• Provide consistent updates to management team regarding assignment statuses
• Assorted other duties as requested by management

Data Entry Associate

Marketing

• Coordinate all marketing initiatives including but not limited to, social media, online, offline, research, creative concepts, and more.
• Support the Marketing Manager/Director in evaluating and establishing the marketing plan, setting objectives, planning, and organizing promotional presentations, and updating calendars.
• Deliver high-quality service by teaching and supporting the marketing needs requested by the field and internal departments.
• Evaluate and monitor campaign performance on an ongoing basis by analyzing key metrics and reporting information in an actionable form.
• Create engaging marketing collateral for internal departments and the field including print, email, social, and digital assets.
• Assists in managing relationships with external vendors to ensure high-quality and timely execution of marketing programs, and to ensure competitiveness.
• Assists in event planning for attendance at conventions.

Marketing Assistant

Customer Support

• Answer customer inquiries regarding Mortgage accounts
• Take payments (not a collection position, inbound calls only)
• Research customer complaints, concerns and payment history
• Correct or adjust records as needed
• Assist in monitoring escrow accounts for payment of taxes and insurance
• Process payments
• Prepare payoffs
• Discuss escrow analysis
• Update loan records as needed
• Assorted other duties as requested by Manager

Customer Service Representative

Administrative Assistant

• Receives and directs internal calls, messages to appropriate personnel
• Assists with scheduling and preparing meeting and conference rooms as needed

Data Entry Associate

Marketing Assistant

Customer Service Representative

Administrative Assistant, Floorplan